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1,098 hedge funds and large institutions have $14.1B invested in Shell in 2022 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 402 increasing their positions, 375 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $613M | Put options by funds: $329M

7% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 375

0% less ownership

Funds ownership: 4.05%4.05% (-0%)

10% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,1231,098 (-25)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

7% less capital invested

Capital invested by funds: $15.3B → $14.1B (-$1.13B)

Holders
1,098
Holders Change
-25
Holders Change %
-2.23%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
84
Increased
402
Reduced
375
Closed
93
Calls
$613M
Puts
$329M
Net Calls
+$284M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
951
McIlrath & Eck
Washington
$62K
PGAM
952
Princeton Global Asset Management
New Jersey
$60K
WB
953
West Bancorporation
Iowa
$60K +$62.4K +1,210 New
BC
954
Barrett & Company
Rhode Island
$59.3K +$53.6K +1,041 New
TFA
955
Transamerica Financial Advisors
Florida
$59K -$52 -1 -0.1%
PAM
956
Paradigm Asset Management
New York
$58.1K
M
957
MOTCO
Texas
$53K +$25.8K +500 +88%
PSB
958
Piscataqua Savings Bank
New Hampshire
$52K
AWM
959
Accel Wealth Management
Iowa
$52K +$1.03K +20 +2%
BWP
960
Baldwin Wealth Partners
Massachusetts
$51K
LWANC
961
Laurel Wealth Advisors (North Carolina)
North Carolina
$51K +$4.33K +84 +9%
AIM
962
Arcadia Investment Management
Michigan
$49K
FCA
963
FinTrust Capital Advisors
South Carolina
$46K -$1.65K -32 -3%
OIA
964
Optimum Investment Advisors
Illinois
$45K
AWM
965
Avior Wealth Management
Nebraska
$45K +$7.99K +155 +21%
SC
966
SouthState Corp
Florida
$43K -$3.73M -72,322 -99%
DAC
967
Dividend Assets Capital
South Carolina
$43K -$106K -2,054 -71%
HBW
968
Hazlett, Burt & Watson
West Virginia
$42K +$103 +2 +0.2%
HCM
969
Highlander Capital Management
New Jersey
$40K
SWA
970
SOA Wealth Advisors
New York
$40K +$52 +1 +0.1%
WA
971
Win Advisors
Florida
$40K +$4.59K +89 +12%
BG
972
Bollard Group
Massachusetts
$39K +$412 +8 +1%
CSB
973
City State Bank
Iowa
$39K +$40.2K +780 New
WWM
974
Wolff Wiese Magana
California
$38K -$15K -291 -27%
SWM
975
Selective Wealth Management
Virginia
$38K

SHEL Hedge Fund Activity: Q3 2022 in Review

1,098 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q3 2022, worth a combined $14.1B — down 7.4% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of SHEL and 84 opened new positions — a net loss of 9 holders — while 375 trimmed existing stakes and 402 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $166M. The largest seller was PointState Capital, exiting entirely with an estimated $161M sold.

  • 1,098 institutional investors held Shell (SHEL) as of Q3 2022, down from 1,123 in Q2 2022.
  • Funds reported $14.1B of Shell stock for Q3 2022, down 7.4% quarter-over-quarter.
  • 84 funds opened new Shell positions in Q3 2022 and 93 closed out, a net change of -9 holders.
  • The largest Shell buyer in Q3 2022 was Mawer Investment Management, an estimated $166M added.
  • The largest Shell seller in Q3 2022 was PointState Capital, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2022.